Industry Voice
Industry Voice: Why is now the time for radical economic thinking?
Leigh Himsworth, portfolio manager of the Fidelity UK Opportunities Fund, explains it is no coincidence that moments of political change in history have brought with them new economic thinking. With populism on the rise in Europe, Brexit still rumbling...
Industry Voice: Good governance - a key differentiator
Good governance of multi-asset portfolios is increasingly important. However, the complexity of the process is increasing. Ciaran Mulligan, Head of Investment Manager Oversight at M&GPrudential Treasury and Investment Office, shares his views on how quantitative...
Industry Voice: House View, Q3 2019: Prepare for the worst, hope for the best
Aviva Investors’ Head of Investment Strategy and Chief Economist Michael Grady gives a summary of their outlook for global economies and markets.
Industry Voice: Getting your UK equity income allocation right: not all covered call strategies are equal
BMO Global Asset Management
Industry Voice: Conviction in European Equities - Finding Opportunities Amid Uncertainty
Tawhid Ali, CIO for European Equities, and Andrew Birse, Portfolio Manager for European Value Equities, believe that high conviction and a 'private equity-like' research mindset is vital for identifying opportunities amid uncertain market environments.
Industry Voice: The future's bright, the future's digital
Pictet Asset Management highlights the areas of digital offering the most compelling investment opportunities.
Industry Voice - Deciphering dangerous dividends
RLAM's investment experts share their views on markets.
Hidden gems: Exploring frontier markets
Frontier markets - those considered too risky, illiquid or small to enter most emerging markets indexes - can offer huge rewards for those investors brave enough to go exploring
Partner Insight - Europe: Don't judge a book by its cover
3 minutes with Mark Denham, Head of European Equities at Carmignac
Partner Insight: "We are trying to capture the mispricing created by behavioural biases" - Eastspring's Bentley
Eastspring's Sam Bentley discusses how adopting a value approach can offer huge opportunities in emerging markets
Industry Voice: Sovereign interests: ESG matters in emerging market debt
The emerging market debt universe offers investors an expanding pool of opportunities that may be better assessed when integrating environmental, social and governance factors.
Partner Insight: Where is the dividend growth in Europe?
Sam Morse, manager of Fidelity European Values PLC, tells Incisive Works how to make the best of a gloomy outlook
Partner Insight: How to invest beyond market cycles
Incisive Works recently attended an Allianz working lunch as Thorsten Winkelmann and Marcus Morris-Eyton discussed their portfolio construction philosophy for the Allianz Continental European Fund
Partner Insight: What does China's domestic consumption story tell investors?
The Chinese economy as a whole is slowing but domestic consumption is still relatively strong, says Dale Nicholls, manager of Fidelity China Special Situations PLC
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